Latest Institutional Purchases of Pimco ETF Tr Sht Term Mun Bd A (SMMU)
This list provides information on the latest institutional transactions involving Pimco ETF Tr Sht Term Mun Bd A (SMMU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
408KNew |
$20.3M - $20.4M
|
408K
$20.3M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
145KNew |
$7.26M - $7.3M
|
145K
$7.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
97.5K+ 18.01% |
$4.87M - $4.89M
|
639K
$31.9M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
42.7KNew |
$2.13M - $2.14M
|
42.7K
$2.13M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
39.9K+ 13.91% |
$1.99M - $2M
|
327K
$16.3M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
26.6K+ 15.1% |
$1.33M - $1.33M
|
202K
$10.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.3K+ 6.97% |
$1.01M - $1.02M
|
311K
$15.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.9K+ 112.18% |
$994K - $999K
|
37.7K
$1.88M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.2K+ 198.61% |
$858K - $863K
|
25.8K
$1.29M
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
BUY
|
- |
15K+ 84.37% |
$749K - $754K
|
32.8K
$1.64M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.2KNew |
$560K - $563K
|
11.2K
$560K
|
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
10.3K+ 9.53% |
$513K - $516K
|
118K
$5.89M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
10.2KNew |
$509K - $512K
|
10.2K
$509K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.27K+ 9.99% |
$463K - $465K
|
102K
$5.09M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.01K+ 68.61% |
$449K - $452K
|
22.1K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
6.29KNew |
$314K - $316K
|
6.29K
$314K
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
5.66K+ 8.22% |
$282K - $284K
|
74.5K
$3.71M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
5.65K+ 30.24% |
$282K - $284K
|
24.3K
$1.21M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.33K+ 14.99% |
$266K - $267K
|
40.9K
$2.04M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.41K+ 35.04% |
$220K - $221K
|
17K
$847K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.36K+ 24.35% |
$217K - $219K
|
22.2K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.31KNew |
$215K - $216K
|
4.31K
$215K
|
|
|
May 22, 2024
Q1 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
4K+ 6.87% |
$200K - $201K
|
62.3K
$3.11M
|
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
3.78K+ 10.97% |
$189K - $190K
|
38.3K
$1.91M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.39K+ 3.71% |
$169K - $170K
|
94.6K
$4.72M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
3.11K+ 0.36% |
$155K - $156K
|
856K
$42.7M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.98K+ 19.74% |
$148K - $149K
|
18K
$900K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.79K+ 6.35% |
$139K - $140K
|
46.7K
$2.33M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.55K+ 6.2% |
$127K - $128K
|
43.7K
$2.18M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.52K+ 2.66% |
$126K - $127K
|
97.2K
$4.85M
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.5K+ 4.42% |
$125K - $126K
|
59.2K
$2.95M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.47KNew |
$123K - $124K
|
2.47K
$123K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.39K+ 2.83% |
$119K - $120K
|
86.8K
$4.33M
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.25K+ 5.66% |
$112K - $113K
|
42.1K
$2.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.2K+ 2.6% |
$110K - $110K
|
86.9K
$4.33M
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.03K+ 5.7% |
$101K - $102K
|
37.6K
$1.88M
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2KNew |
$99.7K - $100K
|
2K
$99.6K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.96K+ 27.71% |
$97.8K - $98.4K
|
9.04K
$451K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.35K+ 5.47% |
$67.1K - $67.5K
|
25.9K
$1.29M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.26K+ 19.52% |
$62.8K - $63.2K
|
7.71K
$384K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.1K+ 5.18% |
$54.9K - $55.2K
|
22.4K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.02K+ 60.0% |
$50.9K - $51.2K
|
2.72K
$136K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
997+ 6.39% |
$49.7K - $50K
|
16.6K
$828K
|
|
|
May 15, 2024
Q1 2024
|
Wallace Hart LLC
Lexington, KY |
BUY
|
- |
885New |
$44.2K - $44.4K
|
885
$44.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
839+ 1645.1% |
$41.9K - $42.1K
|
890
$44.4K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
597+ 7.78% |
$29.8K - $30K
|
8.28K
$413K
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
489+ 8.64% |
$24.4K - $24.5K
|
6.15K
$307K
|
|
|
May 14, 2024
Q1 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
458+ 3.48% |
$22.8K - $23K
|
13.6K
$680K
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
407+ 8.82% |
$20.3K - $20.4K
|
5.02K
$250K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
342+ 2.9% |
$17.1K - $17.2K
|
12.1K
$604K
|
|